Estate Planning

Ensuring a meaningful lasting legacy for your family is a complex and emotional task. At Blueprint Wealth we provide an integrated advice schedule encompassing investment, tax and estate planning to provide customised guidance on these important issues.

Through our referral partners, we will ensure your assets are distributed where you want them to be, giving consideration to innovative and tax effective strategies. We will also work together to co-ordinate wills, enduring powers of attorney and superannuation death benefits.

Our estate planning services include advice on:

Download our Distributing your assets: Estate planning in plain English fact sheet. Learn more about protecting the wealth you have built over your lifetime and ensuring it is distributed according to your wishes following your death.

Estate planning process:

Estate planning strategy facilitation including consideration of all personal assets and assets held in other vehicles (as appropriate to your situation) including investment companies, discretionary trusts and retail and self-managed superannuation.

Contact Our Financial Advisory Team

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Blueprint Wealth is an award-winning financial advisory practice that has been serving clients across Western Australia since 2001. We are committed to helping our clients build their plan to financial freedom.

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.